A guide on best Practices to managing client ad accounts in Claude Cowork using projects
Once Claude is connected, this is where the real work happens.
1. Always work in projects
In Claude Cowork, set up one project per client.
Working inside projects keeps context, files, and instructions together so you never have to re-explain yourself.
Inside a project, you can:
- Use the chat to ask Claude to do work
- Create scheduled tasks
- Save artifacts (reports, analyses) and live dashboards
It makes a lot of sense to always keep one project per client or ad account.
Setting up projects
When you create a project from scratch, add the project name and instructions. For the best experience, paste the template below into the project instructions as a base and swap in the ad account ID and platform.
This speeds Claude up on every request and is currently our go-to template for the best user experience in Claude.
Copy and paste these instructions and fill in the gaps:
